Insight 2811 Inc’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Insight 2811 Inc’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Buy	9,536 +94	+1%	+$11K	0.46%	30
2025 Q4	$1.05M	Buy	9,442 +17	+0.2%	+$1.89K	0.46%	29
2025 Q3	$1.04M	Buy	9,425 +575	+6%	+$61.3K	0.46%	26
2025 Q2	$896K	Sell	8,850 -260	-3%	-$24.8K	0.42%	29
2025 Q1	$879K	Buy	9,110 +100	+1%	+$10.4K	0.45%	25
2024 Q4	$955K	Buy	+9,010	New	+$997K	0.49%	24

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insight 2811 Inc's VIOO Position: Q1 2026 in Review

Insight 2811 Inc increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1% in Q1 2026, buying an estimated $11K and bringing the position to 9,536 shares worth $1.1M. The position accounts for 0.46% of the portfolio, ranked #30.

Insight 2811 Inc first reported a position in VIOO in Q4 2024 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Insight 2811 Inc held 9,536 shares of Vanguard S&P Small-Cap 600 ETF worth $1.1M as of Q1 2026.
Insight 2811 Inc bought 94 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $11K.
Vanguard S&P Small-Cap 600 ETF made up 0.46% of Insight 2811 Inc's portfolio in Q1 2026, its #30 holding.
Insight 2811 Inc first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 6 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.